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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$920M
2
Coatue Management
Coatue Management
New York
+$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
4
Invesco
Invesco
Georgia
+$140M
5
CET
Clean Energy Transition
United Kingdom
+$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$664M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
ClearBridge Investments
ClearBridge Investments
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
951
Laidlaw Wealth Management
New York
$667K +$1.41K +7 +0.2%
FW
952
FirstPurpose Wealth
Utah
$666K +$6.64K +33 +1%
CA
953
Carson Advisory
Georgia
$665K +$4.02K +20 +0.6%
EW
954
Enzi Wealth
Texas
$664K – – –
VLC
955
Van Leeuwen & Company
New Jersey
$660K -$8.83K -44 -1%
EFS
956
Essex Financial Services
Connecticut
$658K -$23.5K -117 -3%
WPC
957
Waters Parkerson & Co
Louisiana
$656K -$1.01K -5 -0.2%
Fayez Sarofim & Co
958
Fayez Sarofim & Co
Texas
$651K -$11.1K -55 -2%
NCM
959
NCM Capital Management
New Jersey
$647K – – –
CP
960
Covenant Partners
Tennessee
$646K +$646K +3,210 New
LFM
961
LGT Fund Management
Liechtenstein
$644K -$201K -1,000 -24%
GSB
962
Greenfield Savings Bank
Massachusetts
$643K +$40.2K +200 +7%
PAMG
963
Patton Albertson Miller Group
Tennessee
$642K -$221K -1,100 -26%
RCM
964
RB Capital Management
Nevada
$641K -$2.21K -11 -0.3%
IIC
965
Ironwood Investment Counsel
Arizona
$632K -$25.9K -129 -4%
OPOWM
966
One Plus One Wealth Management
Florida
$629K -$25.7K -128 -4%
GIA
967
Guyasuta Investment Advisors
Pennsylvania
$629K – – –
BCA
968
Bay Colony Advisors
Massachusetts
$625K +$136K +676 +28%
WSCM
969
Wellington Shields Capital Management
New York
$622K – – –
SFG
970
SevenBridge Financial Group
Pennsylvania
$622K – – –
BBHC
971
Brown Brothers Harriman & Co
New York
$621K -$215K -1,067 -26%
KWA
972
Kingswood Wealth Advisors
California
$621K +$621K +3,087 New
TF
973
Tompkins Financial
New York
$620K – – –
PWM
974
Palumbo Wealth Management
New York
$615K -$911K -4,529 -60%
ICG
975
InterOcean Capital Group
Tennessee
$614K -$17.5K -87 -3%
37 38
39
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